Understand quick view actions

Understand quick view actions in calendar report for browser

Actions enable you to edit or update information, add information, and remove information. There are system actions that are available in the application. There are also scripted actions items that cater to unique requirements specific to your report.

There are actions that are applicable to the records in the the quick view. You can perform an action to a records on making the gesture that allows you to use the actions. Let's assume that you have an Event Management application in which you have a report that features the events and their venues. In that report, you have to make changes to the date of an event. Click on the record and select edit. The form of that record appears. Edit the date field value and submit. The change will reflect in your report.

View a record

This action enables you to view a chosen record. It appears either on click or on right click of a record, depending on configuration. Selecting View record displays the detail view to the user.

Edit record

In quick view, you can edit a record. The action appears either on click or on right click of a record, depending on the predefined conditions. Selecting edit displays the edit screen wherein you can make the changes to the field values. On the other hand, you can also select multiple records, at the event of which, the edit screen enables you to change field values in bulk.

Delete record

In quick view, deleting allows you to delete a single record. The action appears either on click or on right click of a record, depending on the predefined conditions. Selecting delete removes values. On the other hand, you can also select multiple records, and delete the records.

Duplicate record

In quick view, duplicate action allows you to duplicate a single record. The action appears either on click or on right click of a record, depending on the predefined conditions. Selecting duplicate displays makes a copy. On the other hand, you can also select multiple records, at the event of which you make copies in bulk.

Action item

Action item could be defined as an alternative to the exiting system actions, which include edit, delete, duplicate, and view record. Zoho Creator enables you to interact with your report using these actions. But when you are faced with a peculiar scenario that needs an action that has a logic that differs from the existing supply of actions, the predefined action item provides you with a solution.

Adding an action item requires you to create a workflow that defines the principle and logic that composes that intended action. This action is made available as a button in the header of your report or record or as a menu along with the other system actions. Clicking this button or menu takes effect on the report or record, applying the logic that you have already configured. Based on this logic, the exclusive action is executed giving you the required result.

Let's assume, you have a Doctor's Apponitment application. The calendar report displays the appointments for the week. If a doctor is unavailable to take appointments for a week, you need to inform the patients who have booked. Let's say there is action item called Cancel Appointments in the report. The predefined action item encapsulates a workflow that triggers email notifications to the concerned parties with information that their appointments have been cancelled due to the doctor's absence, and also remove the records from the calendar. When the in-charge clicks Cancel, the intimation email gets sent to the patients, while clearing all the relevant records in the report.

The following are the events at which the predefined actions are displayed:

Action on a single record

Let's assume that you need to correct a typographical error in a record. On selecting the record and clicking the edit icon, the respective form will appear, with the existing data. You can make the correction and submit the form. You will find that the change reflect in your report.

On click of a record

Actions appear at the event of clicking a record. Let's say you have defined that the actions edit and delete should be made available on click of a record. When the user clicks a particular record in the report, the actions configured for that event will be displayed. In this case, Edit and Delete.

On right click of a record

Actions appear at the event of right clicking a record. Let's say you have defined that the actions edit and view record should be made available on right click of a record. When the user right clicks a particular record in the report, the actions configured for that event will be displayed. In this case, Edit and View Record.